Associate Advisor/Account Manager

About the role

We are seeking a charismatic, highly motivated, and meticulously detail-oriented Account Manager to join our high-performing team at Vertis Wealth. The ideal candidate will manage key relationships with clients, vendors, and internal teams while executing daily projects with precision and enthusiasm.

Responsibilities

• Respond to and anticipate client needs daily, providing rapid, top-tier service.
• Play a vital role in new acquisitions, supporting Financial Advisors, Wealth Managers, Accountants, and Attorneys.
• Expertly organize and maintain complex calendars.
• Help, prep, and execute essential financial planning paperwork with zero errors.
• Review and compile thorough account reviews.
• Document the CRM system with meticulous detail on all client communications.
• Actively help build and foster a robust client referral system.
• Attend high-profile client events.

Qualifications

• Bachelor’s Degree
• Strongly Preferred: Life and Health License
• Preferred: Series 65 (will be handled by Vertis)
• 2+ years of experience in the financial industry
• Significant familiarity with financial markets and a crystal-clear understanding of the advice process
• Mastery of Effective and Efficient Time Management
• Expert CRM Experience

Skills

• Deep understanding of the professional services industry
• Fierce passion for serving others
• Exceptional interpersonal skills
• Exceptional time management skills
• Effective communication skills

Benefits

• Premium Health Insurance
• 401k
• Generous Paid Time Off (PTO)

Pay

$55,000-$70,000 (Based on Experience and Impact)

Schedule

Monday – Friday: 8:00 am - 5:00 pm (Where the action is!)